Ajay Srivastava, CEO of Dimensions Corporate, advises against investing in traditional sectors like cement and steel, favoring innovative companies with unique infrastructure. He remains invested in Vedanta due to its high dividend yield and irreplaceable mines. Srivastava is wary of PSU stocks, viewing them as extensions of government departments hindering shareholder value.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a